Every content action (excluding WYSIWYG edits and custom JavaScript) ends with the same question: where does it render, when does it open, and how often may it come back? This page is the reference for that step — it appears in each action as Choose placement, Set Display Rules & Placement or Placement, Trigger & Frequency.
Watch the 2:21 walkthrough: where an action shows, how it behaves, when it opens and how often — with the summary that reads it all back.
Video: Actions: add, design and place them (2:36) — it plays at the top of Content & Design — What the Visitor Actually Sees.
Videos, three use cases start to finish: a home-page banner for shoppers who browsed a category (2:25), a welcome bar for visitors from your newsletter (2:01) and a report form for readers who keep reading (2:56) — they play at the top of Content & Design.
The step at a glance
The step is a column of rows. Folded, each row says what is set — A floating popup, bottom right — with the chosen values in bold blue, and a picture of it at its left, so a choice a template made for you is seen without opening anything. Open a row to change it.
| Row | What it holds | Its picture |
|---|---|---|
| Where on the page | Inline element or floating popup, and where. | The page with the popup at its spot, or the lit slots and how many are picked. |
| How the popup behaves | Its entrance, backdrop, close and auto-close, and what it leaves when closed — below. | The page once the popup is closed: clean, or with its tab. |
| When it opens | The triggers. | The first trigger’s icon, and how many more. |
| How often | The frequency caps. | The cap’s icon. |
| Where and to whom it can show | The pages, devices or visitors where it may show at all, through a page group — which can use any rule a campaign can. | A filter when a page group restricts it. |
| While it shows | Parts of your own page to hide while it is on screen. They come back as soon as it is gone. | An eye, struck through once something is hidden. |
| External assets | Stylesheets and scripts the action loads onto the page before it runs — 2 scripts, 1 stylesheet, or None. | An icon, in colour once something is set. |
A row that needs a look — How often with no cap, for example — turns amber and says Needs a look. External assets is on the action types that have it.
What happens once the visitor sees it, clicks it or closes it is not a row of this step: it is the action’s last step, Track & follow up — your analytics, session recordings and lists, with every setting of each event under More, for developers.
Inline element or floating popup
- Inline element — renders inside a slot in your page. Native and non-intrusive: it stacks with your content and pushes it down. Pick one or more placeholders.
- Floating popup — sits over the page in a chosen position, optionally over a dimmed modal backdrop. Bar-style templates pin full-width to the top or bottom and push content instead of covering it; some widgets also offer a fullscreen display mode that turns the whole screen into the background.
Picking placeholders
A placeholder anchors inline content to a spot in your layout — “under the product title”, “above the footer”. On the Inline element card the placeholders are tiles: up to three, this action’s own first and then your account’s most used, each with its name and how many content items use it. Press a tile to pick it — you can pick more than one — and press a picked tile again to drop it.
- ✎ Edit, under a picked tile, opens the placeholder drawer straight in that placeholder’s editor: its name, where it is on the page and how it shows content.
- The last tile, More placeholders (or +N more when the action uses placeholders that have no tile), opens every placeholder: search them, make one, and set the order of a shared one.
- + New, under More’s words, makes a placeholder straight away: pick the spot on your page, paste its CSS selector, or get a snippet for your developer. The one you save is picked for this action. An account with no placeholders yet has New placeholder as a tile of its own.
- A picked placeholder that other content already uses says so in amber, for example Hero banner already carries 2 other content items. Set the order opens its order list; Edit opens its editor.
- In a narrow card, on a phone for example, the tiles go two to a row.
The “Find on pages” AI can locate the anchor from a plain-language description. Details, selectors and priorities: placeholders.
How the popup behaves
Entrance animation · Modal backdrop · Scroll with page · Close (×) button · Auto-close (Close it by itself after N seconds; unticked, it stays until the visitor closes it) · After it’s closed. Inline elements are part of the page, so these show disabled rather than hidden. The close button’s look is chosen in the design — see The close button.
After it’s closed: leave a tab
After it’s closed is Just close or Leave a tab. With a tab, when the visitor closes the popup with its ×, a small tab with your words stays at the edge of the screen, and a click on it opens the popup again. For the rest of the visit the popup stays a tab instead of opening by itself, until the visitor opens it or puts the tab away with its own ×.
| Setting | Choices |
|---|---|
| Tab words | What the tab says — short, like “Your 10% off” or “Quick question”. |
| Tab position | Bottom left, Bottom right, Left edge, standing up, Right edge, standing up. Bottom left keeps clear of a chat button, which usually sits bottom right. |
| Tab look | Dark, Light, or Your colour — your brand colour, with dark or white words to match it. |
| Tab icon | None, Gift, Question mark, Star or Speech bubble, before the words. |
- Only the visitor’s own close leaves a tab — not Auto-close.
- A popup that opens from a click on your page already has its way back, so the setting is off for it.
- Opened again from its tab, the popup’s clicks and revealed codes count again; its view is not counted twice.
When it opens — triggers
Stack as many as you want; the first match opens it:
- On arrival — on page enter · after a delay · when idle for N seconds.
- On engagement — after scrolling to a % of the page · rescrolled back to top · text copied (Cmd/Ctrl+C).
- On exit intent — on a desktop, the cursor leaving by the top of the window; on a phone, a tap on Back once the visitor has engaged. Tick either or both — see exit intent.
- Opened by you — your own click/hover popup trigger, or start collapsed.
How often — frequency caps
Each rule reads as a sentence and restates itself in your numbers, because these are easy to set backwards:
- Stop showing after they close it N time(s) — hide for N session(s).
- Stop after they click it · stop after N impressions.
- Bursts — visible for a period, hidden for a period, repeating.
- Spacing — wait a while after another popup was shown.
The close button itself carries don’t show again for N sessions — 0 lets it return next visit, 999 effectively never (see the popup guide).
Page scope
Placement decides where on the page; which pages is the campaign’s targeting plus the action’s Where and to whom it can show (Restrict to on actions without a placement) — page groups of URLs reusable across campaigns.
Priorities
When several actions could occupy the same placeholder, priority decides who wins; audience-level conflicts are surfaced by overlap detection.